CT

Cambridge Trust Portfolio holdings

AUM $2.64B
1-Year Est. Return 28.73%
This Quarter Est. Return
1 Year Est. Return
+28.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.72B
AUM Growth
+$275K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1 +$16.2M
2 +$10.5M
3 +$9.92M
4
BABA icon
Alibaba
BABA
+$9.65M
5
MDLZ icon
Mondelez International
MDLZ
+$9.09M

Top Sells

1 +$11.7M
2 +$8.63M
3 +$7.83M
4
PXD
Pioneer Natural Resource Co.
PXD
+$7.61M
5
LIN icon
Linde
LIN
+$5.43M

Sector Composition

1 Technology 16.87%
2 Financials 16.36%
3 Healthcare 12.91%
4 Consumer Discretionary 11.92%
5 Industrials 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$13.6M 0.79%
70,607
-484
52
$11.9M 0.69%
291,408
-65,599
53
$11.9M 0.69%
159,756
-9,128
54
$11.7M 0.68%
179,487
+45,247
55
$10.9M 0.63%
64,483
-36
56
$10.8M 0.63%
153,620
-8,996
57
$10.6M 0.62%
158,746
-95
58
$10.4M 0.6%
109,646
-42,606
59
$10.3M 0.6%
142,063
+136,431
60
$10.3M 0.59%
168,280
-3,140
61
$10M 0.58%
166,502
+3,442
62
$9.99M 0.58%
280,381
+813
63
$9.84M 0.57%
5,013
+148
64
$9.36M 0.54%
59,260
-450
65
$8.91M 0.52%
100,758
-15,824
66
$8.85M 0.51%
117,966
-480
67
$8.65M 0.5%
69,519
-182
68
$8.45M 0.49%
97,206
+25
69
$8.38M 0.49%
86,673
-17,253
70
$8.28M 0.48%
27,906
+7,659
71
$8.26M 0.48%
92,828
+602
72
$7.25M 0.42%
142,944
+110,305
73
$6M 0.35%
43,736
-516
74
$5.82M 0.34%
129,799
-30
75
$5.82M 0.34%
69,530
-758